For nearly 50 years, Klaas Financial has been helping individuals, families, and businesses plan for a confident financial future. As a Registered Investment Advisor (RIA), we currently serve over 1,000 households in more than 30 states, with physical offices located near Rockford, IL and Madison, WI.
We’re proud of our legacy—but even more excited about the future. We continue to expand, evolve, and invest in our people, our technology, and our clients.
Why Work at Klaas Financial?
When you join Klaas Financial, you become part of a collaborative, forward-thinking team that values integrity, excellence, and personal growth.
As a member of our team, you will:
- Join a firm with a long-standing history of stability and innovation in financial services.
- Thrive in a positive and ethical workplace culture rooted in trust and respect.
- Build a meaningful, professionally and financially rewarding career.
- Access mentorship, training, and a clear path for career advancement.
- Make a real difference in the lives of our clients and within our team.
- Enjoy competitive benefits including health, dental, and life insurance, paid time off, and flexibility when needed.
Why Klaas?
- Legacy + Vision: Be part of a 50-year legacy in the Midwest and beyond—serving clients nationwide with a vision for the next generation.
- Cutting-Edge Technology: Utilize industry-leading tools that power holistic retirement, financial, and tax planning.
- Supportive Leadership: Work alongside a leadership team that’s approachable, invested in your development, and eager to help you succeed.
- Collaborative Culture: Join a client-focused, adviser-centric environment where teamwork, learning, and excellence are at the core.
- In-Office Connection: We are proud to maintain an in-office work culture to best support our clients and foster real-time collaboration across our team.
- Work-Life Balance: While our roles are primarily in-office, we understand life happens—and we strive to offer flexibility when it’s needed most.
Adviser Succession Opportunities
At Klaas Financial, we welcome conversations with financial advisers who already have an established book of business and are exploring future succession opportunities. If you’re looking for a trusted, client-focused firm to help ensure a smooth transition for you and your clients, we’d be glad to connect.
Our Culture in Action
We believe in working hard—and celebrating together. Whether it’s volunteering in our communities, enjoying outings on the lake, or gathering for team celebrations, our culture thrives on connection and camaraderie.
Ready to Start Your Journey?
If you're passionate about helping others plan their financial futures and want to grow within a firm that values people as much as performance, we’d love to hear from you.
Begin a chat today, by forwarding a resume to HR at
